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Sovereign Financial Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Sovereign Financial Group’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$572K Buy
3,708
+1,748
+89% +$274K 0.09% 205
2026
Q1 		$286K Buy
+1,960
New +$296K 0.05% 290

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MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sovereign Financial Group's VSS Position: Q2 2026 in Review

Sovereign Financial Group increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 89% in Q2 2026, buying an estimated $274K and bringing the position to 3,708 shares worth $572K. The position accounts for 0.09% of the portfolio, ranked #205.

Sovereign Financial Group first reported a position in VSS in Q1 2026 and has held it in 2 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Sovereign Financial Group held 3,708 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $572K as of Q2 2026.
  • Sovereign Financial Group bought 1,748 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $274K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.09% of Sovereign Financial Group's portfolio in Q2 2026, its #205 holding.
  • Sovereign Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.